First Personal Financial Services’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $228K | Buy |
410
+40
| +11% | +$22K | 0.05% | 116 |
|
|
2024
Q2 | $209K | Hold |
370
| – | – | 0.05% | 118 |
|
|
2024
Q1 | $208K | Hold |
370
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $202K | Hold |
370
| – | – | 0.05% | 114 |
|
|
2023
Q3 | $179K | Hold |
370
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $178K | Hold |
370
| – | – | 0.04% | 116 |
|
|
2023
Q1 | $163K | Hold |
370
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $160K | Hold |
370
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $133K | Hold |
370
| – | – | 0.04% | 127 |
|
|
2022
Q2 | $146K | Sell |
370
-50
| -12% | -$21.7K | 0.04% | 117 |
|
|
2022
Q1 | $198K | Hold |
420
| – | – | 0.05% | 111 |
|
|
2021
Q4 | $207K | Hold |
420
| – | – | 0.05% | 115 |
|
|
2021
Q3 | $187K | Hold |
420
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $197K | Buy |
420
+70
| +20% | +$30.9K | 0.05% | 120 |
|
|
2021
Q1 | $141K | Hold |
350
| – | – | 0.04% | 128 |
|
|
2020
Q4 | $151K | Sell |
350
-120
| -26% | -$49.3K | 0.04% | 123 |
|
|
2020
Q3 | $186K | Hold |
470
| – | – | 0.06% | 114 |
|
|
2020
Q2 | $182K | Hold |
470
| – | – | 0.06% | 115 |
|
|
2020
Q1 | $147K | Sell |
470
-5
| -1% | -$1.77K | 0.06% | 116 |
|
|
2019
Q4 | $168K | Sell |
475
-52
| -10% | -$18K | 0.05% | 128 |
|
|
2019
Q3 | $188K | Hold |
527
| – | – | 0.06% | 134 |
|
|
2019
Q2 | $193K | Buy |
527
+5
| +1% | +$1.77K | 0.06% | 169 |
|
|
2019
Q1 | $179K | Sell |
522
-90
| -15% | -$27.3K | 0.05% | 165 |
|
|
2018
Q4 | $163K | Sell |
612
-47
| -7% | -$13.3K | 0.06% | 164 |
|
|
2018
Q3 | $195K | Buy |
659
+14
| +2% | +$4.13K | 0.06% | 164 |
|
|
2018
Q2 | $178K | Sell |
645
-55
| -8% | -$15.2K | 0.06% | 167 |
|
|
2018
Q1 | $196K | Sell |
700
-20
| -3% | -$5.52K | 0.04% | 215 |
|
|
2017
Q4 | $186K | Sell |
720
-103
| -13% | -$26.4K | 0.04% | 242 |
|
|
2017
Q3 | $200K | Hold |
823
| – | – | 0.04% | 215 |
|
|
2017
Q2 | $191K | Sell |
823
-275
| -25% | -$60.9K | 0.04% | 227 |
|
|
2017
Q1 | $227K | Buy |
1,098
+1,050
| +2,188% | +$210K | 0.05% | 181 |
|
|
2016
Q4 | $9K | Hold |
48
| – | – | ﹤0.01% | 733 |
|
|
2016
Q3 | $9K | Sell |
48
-25
| -34% | -$4.36K | ﹤0.01% | 614 |
|
|
2016
Q2 | $12K | Buy |
73
+51
| +232% | +$8.92K | ﹤0.01% | 528 |
|
|
2016
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 293 |
|
|
2015
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 347 |
|
|
2015
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 345 |
|
|
2015
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 340 |
|
|
2015
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 351 |
|
|
2014
Q4 | $3K | Buy |
+22
| New | +$3.37K | ﹤0.01% | 338 |
|
Other funds holding ROP
First Personal Financial Services's ROP Position: Q3 2024 in Review
First Personal Financial Services increased its Roper Technologies (ROP) stake by 11% in Q3 2024, buying an estimated $22K and bringing the position to 410 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #116.
First Personal Financial Services first reported a position in ROP in Q4 2014 and has held it in 40 quarters since. 1,245 funds tracked by Wall St. Rank hold ROP as of Q3 2024.
- First Personal Financial Services held 410 shares of Roper Technologies worth $228K as of Q3 2024.
- First Personal Financial Services bought 40 Roper Technologies shares in Q3 2024, an estimated $22K.
- Roper Technologies made up 0.05% of First Personal Financial Services's portfolio in Q3 2024, its #116 holding.
- First Personal Financial Services first reported a position in Roper Technologies in Q4 2014 and has held it in 40 quarters since.
- 1,245 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.